Hiring: Senior Client Success Specialist Company: Corient Location: Boston, MA Job Posted Time: 2026-09-03 14:27:26 Employment Type: On-site Target Skills & Keywords : Microsoft Excel, Microsoft Office, Salesforce About the job Experience: •18 years of age or older. Required Skills: •Manage the complete client life cycle for assigned relationships. •Cultivate & maintain strong relationships with clients, colleagues & external partners. •Prepare and process client onboarding documentation. •Facilitate money movements, transfers of assets, charitable contributions, and RMDs with a high level of accuracy. •Monitor cash & account activity, custodian alerts and confirm completion of submitted requests. •Prepare for and attend client meetings as necessary, manage follow-up and documentation. •Monitor external alternative investments; complete subscription agreements, process & track capital calls/distributions. •Proactively communicate with and anticipate the unique needs of your clients. Qualifications: •Bachelor's degree •Minimum of five years of experience at an RIA or similar financial services company •Proficiency in Salesforce, Addepar or similar CRM system •Proficiency in Microsoft Office Suites •Complete integrity with an uncompromised reputation •Demonstrated capacity to maintain total confidentiality •An excellent team player who enjoys collaboration but also works well independently •Strong verbal and written communication skills •Excellent analytical, organizational, and time management skills •Exceptional attention to detail and accuracy Compensation: •$70,000 - $95,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!